Report field definitions
This page includes information about key report fields, which are also known as report columns.
For FAQs about the report fields, refer to FAQs about report columns. For a list of what fields are available in each report template, refer to Replicon's Reports Field Matrix.
# | Ac | Ad | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P
Q | R | S | T | U | V | W | X | Y | Z
#
|
Field Name |
Description |
|
|---|---|---|
|
# of Projects |
The number of projects in the system for the client shown, of any status. |
Client only |
|
# of Resources Assigned |
The number of unique resources assigned to any of the client's projects – that is, it will only count each resource once, even if they're assigned to more than one project. Excludes the All Users, Placeholder, and Department assignments. |
Client only |
Ac
|
Field Name |
Description |
|
|---|---|---|
|
Actual Available Hours |
The number of hours the resource is scheduled to work, whether a shift worker or someone assigned an office schedule, for the row and filter settings selected. Equivalent to Scheduled Hrs. Does not subtract time off taken. |
Resource only |
|
Actual Billable Expense |
The sum of all expenses with Bill to Client checked that have been entered in expense sheets with any approval status, for the row and filter settings selected. |
Project Team Time, Expense, Cost & Billing |
|
Actual Billable Hours |
The billable hours saved in timesheets of any approval status, for the row and filter settings selected. Billable hours are hours saved against a billable-only project, or for which the Billable option was selected in a timesheet. |
Project Team Time, Expense, Cost & Billing |
|
Actual Billing |
Values in this column are calculated using this formula: Billable Hrs * Billing Rate Amount for the row and filter settings selected. Excludes expenses. Includes both invoiced amounts and amounts that have not been invoiced. |
Project Team Time, Expense, Cost & Billing OR Project OR Client (depending on the date range or currency) |
|
Actual Cost |
Values in this column are calculated using this formula: Actual Hours * Hourly Cost Amount in effect on the time entry date, for the row and filter settings selected. |
Project Team Time, Expense, Cost & Billing |
|
Actual Hours |
The number of hours saved in timesheets, for the row and filter settings selected. |
Project Team Time, Expense, Cost & Billing |
|
Actual Non-Billable Hours (Selected Dates) |
The non-billable hours saved in timesheets with any approval status, for the row and filter settings selected. Non-billable hours are hours saved against a non-billable-only project, or for which the Non Billable option was selected in a timesheet. |
Project Time Allocation |
|
Actual Payroll Amount |
Actual Available Hours * hourly payroll rate in effect on the entry date, for the row and filter settings selected. |
Resource only |
Ad-Az
|
Field Name |
Description |
|
|---|---|---|
|
Adherent |
This is a Yes or No field applying to shift workers only. Yes displays if the Actual Time In exactly matches the Shift Start Time, AND the Actual Time Out exactly matches the Shift End Time for the shift shown in the row. In all other cases, No displays. Does not take breaks or gaps in hours worked into account. |
Work Schedule only |
|
Allocated Hours |
The number of hours in/out or punch users have allocated to a project, task, or activity in the allocation grid component of their timesheet, for the row and filter settings selected. |
Project Time Allocation only |
|
Allocation Category |
The category Allocated Hours are allocated against, for the row and filter settings selected. The categories could be Work Week or Payroll, depending which one is assigned in the user's timesheet template. If the category is Payroll, the name of the pay code associated with the hours displays in the field. |
Project Time Allocation only |
|
Allocation Date |
The date of the resource allocation, for the row and filter settings selected. Resource allocation is not to be confused with time allocation in timesheets. |
Project Team Assignment only |
|
Amount |
The Billable Amount or Non-Billable Amount for the row -- whichever applies. This is also the Amount for line items that display on invoices. Can also refer to time off amounts, if followed by (Days) or (Hours). |
Billing |
B
|
Field Name |
Description |
|
|---|---|---|
|
Baseline Estimated Hours |
The hours allocated to the project for the period that displays in the row. You can select the period reported on using the Period filter -- options are weekly, monthly, or quarterly. |
Project Progress only |
|
Billable |
A Yes or No field. Yes indicates the project hours and amounts shown in the row are billable. No indicates they are non-billable. |
Billing only |
|
Billable Amount |
The billable amount for the row and filter settings selected. For Timesheet items, calculated using this formula: Billable Hrs * Billing Rate Amount. For Expense items, it is the sum of the items marked Bill Client in the expense sheet, including applicable taxes, for the row. For Fixed Bid items, it is the billable lump sum for the time period in question. |
Billing |
|
Billable Expense Amount |
The Billable Amount from Expense items, for the row and filter settings selected. For other types of items, this column is blank. |
Billing |
|
Billable Fixed Bid Amount |
The Billable Amount from Fixed Bid projects, for the row and filter settings selected. For other types of items, this column is blank. |
Billing |
|
Billable Hrs |
The billable hours saved in timesheets with any approval status, for the row and filter settings selected. Billable hours are hours saved against a billable-only project, or for which the Billable option was selected in a timesheet. |
Project |
|
Billable Hrs (In Period) |
The Billable Hrs for the timesheet period selected. |
Billing |
|
Billable Periodic Amount |
The Billable Amount from Periodic items, for the row and filter settings selected. For example, this column displays amounts for projects using the default Monthly Fixed Billing Rate Time Period. For other types of items, this column is blank. |
Billing |
|
Billable Time Amount |
The Billable Amount from Timesheet items, for the row and filter settings selected. For other types of items, this column is blank. |
Billing |
|
Billable Utilization (Week) Billable Utilization (Month) |
Values in this column are calculated using this formula: Actual Billable Hours / Scheduled Hours - Timeoff taken Hours * 100% for the week or month, for the row and filter settings selected. For shift workers, only the Month column applies, values are based on all scheduled hours, and time off is not factored in to the calculation: Actual Billable Hours / Scheduled Hours * 100%. |
Resource |
|
Billing Item Type |
The type of item or project the billing data displayed was gathered from – can be either Timesheet, Expense, Fixed Bid, or Periodic. |
Billing |
|
Billing Rate Amount |
The value of the billing rate applied to the time entry or entries displayed in the row. The rate can be hourly or daily, depending on the Billing Rate Time Period selected for the project. |
Project Team Assignment |
|
Billing Rate Effective Date |
The date the project-specific billing rate used for that row took effect. This will be blank if the initial (default) project, role, or user rate was in effect. |
Project Team Time, Expense, Cost & Billing |
|
Billing Rate Name |
The type of rate used for the time entry or entries displayed in the report row. This will be either Project Specific Billing Rate (for a project rate), User Specific (if the user's rate for the project was used), or the name of the role-based rate. Shows blank if the entry is non-billable. |
Billing |
|
Bradford Factor (52 weeks) |
The Bradford Factor is used by human resources departments to monitor the length and frequency of employee absences. For more information, refer to Using the Bradford Factor in time off reports. |
Time Off Transactions |
C
|
Field Name |
Description |
|
|---|---|---|
|
Current Hourly Cost |
The value currently assigned in the Hourly Cost field of the user profile for the user displayed in that row. Not to be confused with the Hourly Cost Amount. |
Project Team Time, Expense, Cost & Billing |
|
Current Hourly Payroll |
The payroll rate currently assigned to the user shown in their user profile. Not necessarily the rate that was in effect when an entry was made. |
Project Team Time, Expense, Cost & Billing |
E
|
Field Name |
Description |
|
|---|---|---|
|
Estimated Billing |
Values in this column are calculated using this formula: Allocated Hours for the project * highest billing rate currently assigned to the user for the project Resource allocation is only available in the Professional Services Management and Project Portfolio Management products. |
Project Team Time, Expense, Cost & Billing OR Project OR Client OR Resource (depending on the date range or currency) |
|
Estimated Cost |
Values in this column are calculated using this formula: Allocated Hours * Hourly Cost Amount in effect on the entry date, for the row and filter settings selected.
Resource allocation is only available in the Professional Services Management and Project Portfolio Management products. |
Project Team Time, Expense, Cost & Billing |
|
Estimated Hours |
The sum of all hours allocated to the project for all project resources.
Resource allocation is only available in the Professional Services Management and Project Portfolio Management products. |
Project Team Time, Expense, Cost & Billing |
|
Expense Date |
The date in the Date field on the expense sheet. |
Project Team Time, Expense, Cost & Billing |
H
|
Field Name |
Description |
|
|---|---|---|
|
Hourly Cost Amount |
The hourly cost rate that was assigned to the user at the time the entry shown was made. Hourly Cost is associated with the Hourly Cost Effective Date, unless it is the inital cost amount. |
Resource |
|
Hourly Cost Effective Date |
The date when the Hourly Cost Amount that displays in that row took effect. |
Project Time Allocation |
I
|
Field Name |
Description |
|
|---|---|---|
|
Incurred Date |
The date when an individual expense on an expense sheet was incurred |
Resource |
M
|
Field Name |
Description |
|
|---|---|---|
|
Modification Summary |
Summarizes the changes made to the timesheet for the row and filter settings selected, for audit purposes. Alternatively, you can use the Field, Original Value, and New Value columns if you do not want to view the changes in summary. |
Timesheet Audit Trail only |
|
My Projects' Billable Hrs (In Period) |
The total billable hours the user or users shown in the row have entered against projects you manage, for the timesheet period selected. Billable hours are hours saved against a billable-only project, or for which the Billable option was selected in a timesheet or when creating a punch. |
Project Time Allocation |
|
My Projects' Hrs (In Period) |
The total hours the user or users shown in the row have entered against projects you manage, for the timesheet period selected. |
Project Time Allocation |
|
My Projects' Non-billable Hrs (In Period) |
The total non-billable hours the user or users shown in the row have entered against projects you manage, for the timesheet period selected. Non-billable hours are hours saved against a non-billable-only project, or for which the Non-Billable option was selected in a timesheet or when creating a punch. |
Project Time Allocation |
N
|
Field Name |
Description |
|
|---|---|---|
|
Non-Billable Amount |
The amount of all non-billable entries or expenses for the row and filter settings selected. This will display as 0 for all Timesheet, Fixed Bid, and Periodic items, since these are all billable by default. For expense entries, the amount of the non-billable expense including any applicable taxes displays. |
Billing |
|
Non-Billable Hrs |
The non-billable hours saved in timesheets with any approval status, for the row and filter settings selected. Non-billable hours are hours saved against a non-billable-only project, or for which the Non Billable option was selected in a timesheet. |
Timesheet Day |
|
Not Approved Hours (Selected Dates) |
The Actual Hours entered in timesheets that have been submitted, but have not yet been approved, for the row and filter settings selected. |
Project Team Time, Expense, Cost & Billing |
|
Not Invoiced Hours |
The actual Billable Hours of any approval status that have not been included on an invoice of any status, including Draft. This shows blank in non-billable rows. |
Project Team Time, Expense Cost & Billing |
|
Not Submitted Hours (Selected Dates) |
The Actual Hours entered in timesheets in an open or not submitted state, for the row and filter settings selected. |
Project Team Time, Expense Cost & Billing |
P
|
Field Name |
Description |
|
|---|---|---|
|
Period |
The duration for which progress data is shown in each row, in the Project Progress template. You can choose either weekly, monthly, or quarterly periods using the Period filter. Partial periods are shown when projects don't span a period. |
Project Progress only |
|
Project Assignment Type |
The type of project resource being reported on in the row. Could be User, Department, or Placeholder. |
Project Team Assignment only |
|
Project Estimated Cost |
Shows the value currently entered in the Estimated Cost field for the project named in the row, or the sum for all projects selected. Not to be confused with Estimated Cost, which is based on resource allocations. |
Project Team Time, Expense Cost & Billing |
|
Project Estimated Expenses |
Shows the value currently entered in the Estimated Expenses field for the project named in the row, or the sum for all projects selected. |
Project Team Time, Expense Cost & Billing |
|
Project Estimated Hrs |
Shows the value currently entered in the Estimated Hours field for the project named in the row, or the sum for all projects selected. Not to be confused with Estimated Hours, which is based on resource allocations. |
Project Team Time, Expense Cost & Billing |
R
|
Field Name |
Description |
|
|---|---|---|
|
Remaining Hours |
Values in this column are calculated using this formula:
Estimated Hours - Actual Hours, where estimated hours is the number of hours allocated to the project
Resource allocation is only available in the Professional Services Management and Project Portfolio Management products. |
Project Team Time, Expense Cost & Billing OR Resource (depending on the date range or currency) |
|
Remaining Planned Hours |
Values in this column are calculated using this formula: Baseline Estimated Hours - Actual Hours worked for the period shown in the row. You can select the period reported on using the Period filter – options are weekly, monthly, or quarterly. |
Project Progress only |
S
|
Field Name |
Description |
|
|---|---|---|
|
Scheduled Hrs |
The total scheduled hours for the user or users, excluding break hours, for the row and filter settings selected. This field applies to shift workers or those assigned an office schedule. |
Project Time Allocation |
|
Scheduled Variance |
Values in this column are calculated using this formula: Hours Worked - Scheduled Hrs, for shift workers or those assigned an office schedule, for the row and filter settings selected. This will show as 0 if no scheduled hours are assigned. |
Timesheet Period |
|
Shift Break Hours |
The number of hours scheduled for breaks, for a shift worker, for the row and filter settings selected. |
Work Schedule |
|
Shift Total Hours |
The total number of scheduled work and break hours for a shift worker, for the row and filter settings selected. Equivalent to Scheduled Hrs, for shift workers. |
Work Schedule |
|
Shift Work Hours |
The number of hours a shift worker is scheduled to work, excluding scheduled breaks, for the row and filter settings selected. |
Work Schedule |
T
|
Field Name |
Description |
|
|---|---|---|
|
Task Estimated Cost |
Hours entered in the Estimated Hours field for the task shown in the row. |
Task Time, Expense, Cost & Billing |
|
Task Estimated Hours |
Amount entered in the Estimated Cost field for the task shown in the row. |
Task Time, Expense, Cost & Billing |
|
Time Off in Lieu Deposit |
Shows the total the time off in lieu accrued for the time off type, as of the date selected in the filter Values follow the TOIL settings that determine whether TOIL is deposited when time is entered or when it's approved |
Time Off Balances |
|
Total Budget |
Shows one of the following, depending on how the program named in that row was set up:
Will show a sum total if multiple programs are selected in a row. |
Project Team Time, Expense Cost & Billing |
|
Total Estimated Hours |
The sum of all hours allocated to team members for the project, regardless of the date selected from the Date Range filter, or the Entry Date value that displays in that row. Not to be confused with Estimated Hours. |
Project Team Time, Expense, Cost & Billing |
|
Total Project Hours |
The sum of all hours entered in timesheets for a project by all team members, regardless of the date selected from the Date Range filter, or the Entry Date value that displays in that row. Not to be confused with Actual Hours (All Dates). This field allows you to view data for the whole project alongside task- or user-level data. |
Project Team Time, Expense, Cost & Billing |
|
Total Remaining Hours |
Values in this column are calculated using this formula: Total Estimated Hours - Total Project Hours, for the row and filter settings selected. |
Project Team Time, Expense, Cost & Billing |
U
|
Field Name |
Description |
|
|---|---|---|
|
Unallocated + Allocated Hours |
Values in this column are calculated using this formula: Unallocated Hours + Allocated Hours. This is equivalent to the total hours recorded in the in/out timesheet or by punching, for those who allocate time to projects, tasks, or activities. |
Project Time Allocation |
|
Unallocated Hours |
The number of hours in/out or punch timesheet users have entered in in/out tables or recorded via punching in their timesheet, but have not yet allocated to a project, task, or activity in the allocation grid component of their timesheet, for the row and filter settings selected. |
Project Time Allocation |
|
Utilization (Week) Utilization (Month) |
Values in this column are calculated using this formula: Actual Hours / Scheduled Hours - Time Off Taken Hours * 100% for the week or month, for the row and filter settings selected. For shift workers, only the Month column applies, values are based on all scheduled hours, and time off is not factored in to the calculation: Actual Hours / Scheduled Hours * 100%. |
Resource only |
1) An example template where each field can be found is listed, though fields are often available in multiple reports. For a list of all fields and the reports they can be found in, refer to Replicon's Reports Field Matrix.